Welcome to the Closer Learning Track

This learning track is designed for Outreach users who work as Account Executives (AEs) or other sales roles involved in closing deals. If you are brand new to Outreach, you should first work through the courses located in the “Getting Started” section of the University. If you’d like to work through the courses in this learning track sequentially, start in the top left and work your way to the right.

 

Outreach Inbox Experience
Outreach Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
FREE
19 min
Snippets and Templates
Snippets and Templates
This course will teach you everything you need to know about using Templates and Snippets.
FREE
8 min
Outreach Meetings
Outreach Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
FREE
15 min
Sequences
Sequences
Learn more about how sequences work in Outreach.
FREE
10 min
Follow-Up and Multi-Recipient Sequences
Follow-Up and Multi-Recipient Sequences
This course will introduce you to Follow-Up and Multi-Recipient Sequences.
FREE
12 min
Task Management
Task Management
This course covers all aspects of Task Management in Outreach
FREE
11 min
Outreach Voice
Outreach Voice
How to use Outreach's dialing feature, Outreach Voice
FREE
9 min
Prospect Management
Prospect Management
Learn how to import and organize your prospects in Outreach.
FREE
16 min
Sales Intelligence Tiles
Sales Intelligence Tiles
Learn about sales intelligence tiles and custom layouts.
FREE
6 min
Using Outreach From Salesforce
Using Outreach From Salesforce
Gain quick access to information and take action immediately using Outreach within Salesforce.
FREE
AESalesforceCRM Syncsection-additional-courses
Managing Your Workflow with Global Sidebar
Managing Your Workflow with Global Sidebar
Learn to access all the info you need, complete tasks, schedule appointments and more from anywhere you are on the web.
FREE
AEGlobal Sidebar
Sequence Maneuvering
Sequence Maneuvering
Use advanced actions to manage sequence actions
FREE
9 min
Sequencessection-additional-courses
Custom Fields
Custom Fields
Create custom fields to add more power in your messaging and sequencing.
FREE
AdministratorsCustom FieldsSalesforceCRM SyncTriggerssection-additional-courses
Safeguard Settings
Safeguard Settings
Learn about Outreach's safeguards for prospects and users
FREE
AdministratorsSequencesGovernancesection-additional-courses
Branded URLs
Branded URLs
Learn the benefits and the how-to for using Branded URLs within Outreach
FREE
3 min
AdministratorsBranded URLssection-additional-courses
Picklist Validations
Picklist Validations
This course will help you create picklists as well as show how to edit existing fields in Account or Prospect profiles.
FREE
4 min
Administratorssection-additional-courses
Setting Up Collections in Outreach
Setting Up Collections in Outreach
Quick and easy start up guide for Admins to get started with Collections
FREE
AdministratorsContent CreationSequencesTemplatesCollectionsSnippets
Optimize Your Prospecting Workflow
Optimize Your Prospecting Workflow
Customer Success Webinar for End-Users
FREE
Live WebinarEnd UsersCustomer Success Webinars
Administrative Governance
Administrative Governance
Customer Success Webinar for Admins
FREE
Live WebinarAdministratorsCustomer Success Webinars
Acting on Prospect Responses
Acting on Prospect Responses
Customer Success Webinar for End-Users
FREE
Live WebinarEnd UsersCustomer Success Webinars
Improving Rep Response Workflow
Improving Rep Response Workflow
Customer Success Webinar for Admins
FREE
Live WebinarAdministratorsCustomer Success Webinars
Core Concepts
Core Concepts
Introduction to how Outreach can help you in your day to day workflow
FREE
29 min
SequencesTask ExecutionProspectsSDRsection-getting-started
Account Setup
Account Setup
Learn how to configure your settings in Outreach
FREE
17 min
section-getting-started
Salesforce Plugin for Admins
Salesforce Plugin for Admins
Overview of how to configure our Salesforce Plugin
FREE
84 min
Dynamics Plugin for Admins
Dynamics Plugin for Admins
Overview of the Dynamics Plugin
FREE
Office Hours for Admins
Office Hours for Admins
Customer Success Webinar with Live Q&A
FREE
Live WebinarAdministrators
Outreach Governance
Outreach Governance
In this course we discuss Governance Profiles within Outreach.
FREE
25 min
User Management
User Management
In this course we discuss how to manage Users within your instance of Outreach.
FREE
9 min
Call Dispositions and Call Purposes
Call Dispositions and Call Purposes
In this course we will discuss how to set up Call Dispositions and Call Purposes
FREE
7 min
Live Training: Outbound Prospecting Basics with Outreach
Live Training: Outbound Prospecting Basics with Outreach
In this 45 minute live, interactive webinar, learn from Outreach training professionals how to get started with your Sales Engagement Platform. At the end of the session, you’ll understand how to use Outreach to streamline your workflows, save time, and book more meetings than ever before.
FREE
Sales Intelligence Tiles for Admins
Sales Intelligence Tiles for Admins
Learn about sales intelligence tiles, custom tile layouts, and layout governance settings for Admins.
FREE
7 min
Rulesets and Schedules
Rulesets and Schedules
In this course we discuss how to set up Rulesets and Schedules.
FREE
19 min
Persona Set-up for Admins
Persona Set-up for Admins
Learn more about how personas work in Outreach.
FREE
6 min
Outreach Teams
Outreach Teams
In this course, we will cover Outreach Teams. Topics include creating teams, assigning members to teams, assigning collections, and how to view team based reports.
FREE
11 min
Content Creation
Content Creation
Everything you need to know to build out your Outreach Content.
FREE
18 min
Voice Management for Admins
Voice Management for Admins
Admins explore the different Outreach Voice features and organizational level settings.
FREE
6 min
SDR Manager Workshop
SDR Manager Workshop
Let’s talk shop: Curious to hear how the leading sales engagement platform has structured our outbound team? We’d love to share what we’ve curated the last several years! Come join SDR Leader at Outreach.io, Brooke Bachesta, for a half-day virtual workshop on how we structure, measure and coach our team!
FREE
Outreach Triggers
Outreach Triggers
In this course we discuss how Triggers work in Outreach.
FREE
19 min
Opportunity Sync Setup
Opportunity Sync Setup
This course covers how to configure the synchronization of your opportunities with Outreach.
FREE
8 min
Installing the Unmanaged Package
Installing the Unmanaged Package
How to install the Engagement Panel & Sequence Attribution Package
FREE
14 min
Meetings Setup for Admins
Meetings Setup for Admins
Meetings Setup for Admins
FREE
10 min
Reporting in Outreach
Reporting in Outreach
Learn about what Reports are and how you can use them.
FREE
9 min
new-ribbon
What is Outreach?
What is Outreach?
In this course we introduce you to what Outreach is.
FREE
section-getting-started
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 1: Running Systems and Managing Remote Teams
FREE
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 2: The Front Lines
FREE
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 3: Building Your Team and Content Strategy
FREE